Are investors missing out on once in a generation opportunities?

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The world is experiencing never-before-seen change that is delivering a powerful uplift in growth, according to Insync Funds Management (Insync). However, negative macroeconomic and geopolitical commentary means the investment community... Read more continue reading

From Skynet to ChatGPT: AI and its investment implications

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If you were to poll strangers on what comes to mind when they hear the term AI (artificial intelligence), I suspect the two most likely answers would be Skynet or... Read more continue reading

Is the cash drag really such a drag?

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The proliferation of open-ended funds for illiquid assets has increased the attractiveness of private assets for many investors, and despite concerns around the cost of this increased liquidity, research shows... Read more continue reading

Bank to the future – Do recent bank failures in the US and Europe herald worse to come?

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First Republic Bank, the most recent bank to fail in the US, is the second largest bank failure in US history. It comes after the failures in March and April... Read more continue reading

Four key changes relevant to responsible investors today

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Calvert, a leader in responsible investing, and part of Morgan Stanley Investment Management, believes long-term responsible investors focused on risk management and opportunities must consider material changes impacting four key... Read more continue reading

Cycle likely to be turning in favour of bonds in 2023 as monetary policy bites

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Fixed income is set to be a standout asset class in 2023, both in absolute terms and relative to other assets, according to Schroders Australia head of fixed income, Stuart... Read more continue reading

bfinance insights into multi-manager strategies for alternative investing

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Institutional investor demand for an increasingly wide variety of non-traditional asset classes and sectors has driven the expansion of multi-manager alternative investment strategies, particularly within private markets. These offer diversification... Read more continue reading

Are emerging markets rebounding and what is the current investment case?

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Recently, I’ve often been asked the questions, ‘Are emerging markets (EM) rebounding? or ‘What’s the current investment case for emerging markets? To answer, I look to the same three key... Read more continue reading

‘Over-exposed’ Aussie dividend investors may need to broaden horizons as overseas stocks improve payouts

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The drop in local dividends has the potential to become more acutely felt as more Australian investors have become ‘over-exposed’ to a small number of sectors, according to Tim Richardson,... Read more continue reading

Income and diversification key to achieving quality returns in tightening credit markets

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A combination of diversification across issuers, industries, asset type, credit quality, maturities and countries remains crucial given credit markets will continue to face a challenging environment with tightening financial conditions,... Read more continue reading